loader image

Privacy Policy

The purpose for which Unitatis Wealth Group will collect, use and disclose your personal information is essential for us to provide you with our services. Without collecting, using and disclosing your information, we can not continue to provide such services. Unitatis Wealth Group will therefore consider that your continuing to maintain your account with us constitutes your consent to our continuing to collect, use and disclose your personal information. In the future, if Unitatis Wealth Group identifies a new purpose for collecting, using or disclosing your information, we will seek your consent before doing so.

As a financial planning company, the personal information we collected is typically includes “know your client” information about your personal circumstances, including your financial situation and your investment objectives, as well as information about your investments, banking information, social insurance number and medical information.

Unitatis Wealth Group uses such personal information only for the purposes of administering your account and complying with legal and regulatory requirements. We may provide information to companies that perform services on our behalf. We may also provide personal information to insurance carriers and banks in which you invest or from which you obtain your insurance coverage, and receive information from them about your account status.

Unitatis Wealth Group does not disclose your information to any other organizations to use for their own purposes, and in particular never sells or trades your personal information. If you have any comments, inquiries or complaints about our handling of your personal information, we encourage you to contact us directly at:

Cindy Cai

Unit 610, 625 Coachrane Drive,

Markham ON, L3R 9R9

Email: info@unitatiswealth.com

Who we are

We are Unitatis Wealth Group. Our website address is: https://unitatiswealth.com.

Comments

When visitors leave comments on the site we collect the data shown in the comments form, and also the visitor’s IP address and browser user agent string to help spam detection.

An anonymized string created from your email address (also called a hash) may be provided to the Gravatar service to see if you are using it. The Gravatar service privacy policy is available here: https://automattic.com/privacy/. After approval of your comment, your profile picture is visible to the public in the context of your comment.

Contact forms

We keep contact form submissions for a certain period for customer service purposes, but we do not use the information submitted through them for marketing purposes.

Cookies

If you leave a comment on our site you may opt-in to saving your name, email address and website in cookies. These are for your convenience so that you do not have to fill in your details again when you leave another comment. These cookies will last for one year.

If you visit our login page, we will set a temporary cookie to determine if your browser accepts cookies. This cookie contains no personal data and is discarded when you close your browser.

When you log in, we will also set up several cookies to save your login information and your screen display choices. Login cookies last for two days, and screen options cookies last for a year. If you select “Remember Me”, your login will persist for two weeks. If you log out of your account, the login cookies will be removed.

If you edit or publish an article, an additional cookie will be saved in your browser. This cookie includes no personal data and simply indicates the post ID of the article you just edited. It expires after 1 day.

Embedded content from other websites

Articles on this site may include embedded content (e.g. videos, images, articles, etc.). Embedded content from other websites behaves in the exact same way as if the visitor has visited the other website.

These websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with that embedded content, including tracking your interaction with the embedded content if you have an account and are logged in to that website.

How long we retain your data

If you leave a comment, the comment and its metadata are retained indefinitely. This is so we can recognize and approve any follow-up comments automatically instead of holding them in a moderation queue.

For users that register on our website (if any), we also store the personal information they provide in their user profile. All users can see, edit, or delete their personal information at any time (except they cannot change their username). Website administrators can also see and edit that information.

What rights you have over your data

If you have an account on this site, or have left comments, you can request to receive an exported file of the personal data we hold about you, including any data you have provided to us. You can also request that we erase any personal data we hold about you. This does not include any data we are obliged to keep for administrative, legal, or security purposes.

Where we send your data

Visitor comments may be checked through an automated spam detection service.